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Wesleyan Wins New Technology Award

Wesleyan Assurance Society has won a prestigious technology award for the Best Use of IT in Insurance. The Society beat off competition from larger rivals to win at the Financial Sector Technology Awards with the introduction of an innovative point-of-sale system, developed to meet the specific needs of its niche customer base. Wesleyan provides specialist financial advice and services to doctors, dentists, lawyers and teachers. 

Steve Deutsch Wesleyan’s Commercial Director collected the award at a ceremony held in London on 26 March. He said, “This is a fantastic reward for the time we invested to ensure we adopted the right sales system to meet the needs of our professional customers and enhance the day-to-day work of our Sales Force.

“The system is programmed to mirror the requirements of our core customer base so it can deliver, for example, complicated calculations based on the Teachers’ or NHS pension schemes and use these to formulate the right financial plan for clients. This makes our advisers more efficient and the customer experience more effective. It also has features which make it easier for us to keep in touch with customers and more alert to their needs.

“We introduced the new point-of-sale system into the Sales Force last May and it has significantly reduced the time advisers spend on administration and it has also led to a massive reduction in the amount of paper required to complete a sale. In some cases we are using just three sheets of paper where before we would have used some 80 sheets.”

The new system, which is based on 1st The Exchange Adviser Evolution technology, has undergone rigorous security tests to ensure it complies with Wesleyan’s tough data protection standards and regulatory requirements. It operates on a tablet PC which allows an adviser to interact more directly with a customer. 

FST Awards 2009

 

 

 

 

 

 

 











Steve Deutsch (second right) is joined by colleague Tony Brookes (Project Manager) as they receive Wesleyan’s award for Best Use of IT in Insurance at the FST Awards. The award is presented by actor and host for the evening Chris Barrie (far right) and Neil Ainger (far left) editor of FST magazine.

For more information and interviews please contact:

Bernadette Bogan or Navdeep Bhatti                       0121 200 9609

Wesleyan Press Office                                          press@wesleyan.co.uk

'WESLEYAN’ is a trading name of the Wesleyan Group of companies.

Wesleyan Assurance Society and Wesleyan Bank Ltd are authorised by the Prudential Regulation Authority and regulated by the Financial Conduct Authority and the Prudential Regulation Authority. Wesleyan Financial Services Ltd, Wesleyan Unit Trust Managers Ltd, Practice Plan Ltd and DPAS Ltd are authorised and regulated by the Financial Conduct Authority.  Advice about investments, insurance and mortgages is provided by Wesleyan Financial Services Ltd.

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